By BowTiedMara on Substack · 3K+ subscribers · 0 free and 12 paid among the latest 12.
Updates on Argentina's economy, history and politics. Paving the mobility asset highway for the Sovereign Individual.
Welcome Avatar! August was a bit of a strange month. Inflation hit its lowest level of the year, reserves reached a record high, the peso remained stagnant, and yet the real economy plummeted. Then, the government shifted the…
Welcome Avatar! At five o’clock in the morning on February 1, 1931, a man dressed in a brand-new, spotless blue mechanic’s jumpsuit entered the courtyard of the Palermo National Penitentiary. Today, that site is known as Las…
Welcome Avatar! Time for our monthly check-in on the real estate market in Buenos Aires, and the overall sentiment is: stagnation. Prices have not really moved in months, mortgages are down by about a third YoY and deed volume is…
Welcome Avatar! Argentina’s oil and gas region of Vaca Muerta is booming and global banks are lining up over $17 billion to build out the country’s LNG export capacity. As we are watching the conversion of Argentina as an energy…
Welcome Avatar! The Macro Pulse report for August is full of streaks and setbacks, and goes over the reserve and inflation wins, with a deep dive on the morosidad issue of “defaulting families”, to see if the narrative that is…
Welcome Avatar! In April 2026, a consortium tied to the Neuss family picked up a stake in the Argentine company that transports close to 85% of Argentina’s electricity across across the country. Most of you will probably have…
Welcome Avatar! While I was counting the June deed data for Buenos Aires a couple of things happened, and they all ended up in the same place: somebody else deciding what you may do with property you paid for. Yesterday the…
Welcome Avatar! While the chainsaw keeps roaring in Buenos Aires, a different battle over Argentina’s development was fought last week in a conference room in Busan, South Korea. The UNESCO World Heritage Committee circulated a…
Welcome Avatar! After changing the Argentine Central Bank charter and buying international reserves like there is no tomorrow, Argentina’s medium to long term outlook is starting to look more rosier from a macro perspective.…
Welcome Avatar! Macro Pulse No. 5 has landed, the monthly institutional report straight from the team advising the Milei administration on macro policy, exclusive to Founding Members. The July issue, in three words: reforms beat…
Welcome Avatar! Two weeks ago I told you the story of the shopkeeper who broke Argentina’s Golden Passport : Liping Yang, a Chinese supermarket owner from Entre Ríos whose citizenship request gave the Cámara Nacional Electoral…
Welcome Avatar! Time for the monthly check-in on the Buenos Aires real estate market. The cash side of the market keeps chugging along, while the mortgage side just printed one of its ugliest year-on-year numbers since the…